China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets

China tech stocks are in a prolonged slump this May 2026, with the KWEB ETF down over 4% in a week and NIO losing 11%. Lucas and Luna dig into the disconnect between solid earnings from companies like Alibaba and PDD, and the market's heavy selling pressure. They trace the story to two forces: a strengthening dollar pushing the yuan to 6.81, and shifting US-China trade expectations after new tarif...

Episode 4 of China Economy with Fexingo looks at a striking shift: Chinese households are piling into bank deposits at the fastest clip in a decade, while retail sales growth stalls below 3 percent. Lucas and Luna dissect the drivers — a property market hangover, anxious job markets, and Beijing's uneven stimulus — and ask whether consumer sentiment can recover before the second half of 2026. They...

Lucas and Luna dig into the latest Chinese trade data — exports are up, imports are up even more, and the trade surplus is narrowing. They look at what that means for the yuan, for tariff negotiations, and for the broader Asia-Pacific market. The conversation also touches on why Pinduoduo is bucking the trend while NIO keeps sliding, and what the dollar's strength means for emerging-market investo...

Nvidia has essentially conceded China's AI chip market to Huawei, a seismic shift in the semiconductor landscape. In this episode, Lucas and Luna break down what that means for Nvidia's revenue, the Chinese tech ecosystem, and the future of AI hardware. They explore Huawei's rise from telecom gear maker to chip contender, the US export controls that reshaped the playing field, and the implications...

In the debut episode of China Economy with Fexingo, Lucas and Luna anchor on a single number: the yuan trading at 6.81 per dollar. That's a 10-month low for Beijing's currency, and it raises a blunt question: is China devaluing its way out of a slowdown? Lucas breaks down the pressure points — a trade surplus that is actually shrinking in dollar terms, outflows from Chinese tech stocks like Alibab...